Morgan Stanley
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Morgan Stanley’s Vert Global Sustainable Real Estate ETF VGSR Stock Holding History

Morgan Stanley’s Portfolio VGSR Stock Details VGSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75K Sell
6,588
-201
-3% -$2.25K ﹤0.01% 6363
2026
Q1 		$70.1K Hold
6,789
– – ﹤0.01% 6293
2025
Q4 		$70.6K Buy
6,789
+5,794
+582% +$60.8K ﹤0.01% 6321
2025
Q3 		$10.6K Sell
995
-2,579
-72% -$27.2K ﹤0.01% 6884
2025
Q2 		$37.4K Buy
+3,574
New +$36.5K ﹤0.01% 6451

Other funds holding VGSR

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Morgan Stanley's VGSR Position: Q2 2026 in Review

Morgan Stanley reduced its Vert Global Sustainable Real Estate ETF (VGSR) stake by 3% in Q2 2026, selling an estimated $2.25K and leaving 6,588 shares worth $75K. The position accounts for ﹤0.01% of the portfolio, ranked #6363.

Morgan Stanley first reported a position in VGSR in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold VGSR as of Q2 2026.

  • Morgan Stanley held 6,588 shares of Vert Global Sustainable Real Estate ETF worth $75K as of Q2 2026.
  • Morgan Stanley sold 201 Vert Global Sustainable Real Estate ETF shares in Q2 2026, an estimated $2.25K.
  • Vert Global Sustainable Real Estate ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6363 holding.
  • Morgan Stanley first reported a position in Vert Global Sustainable Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 86 funds tracked by Wall St. Rank held Vert Global Sustainable Real Estate ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.